HIGHLINE WEALTH PARTNERS LLC
SHERMAN OAKS CA · SEC CIK 0002042654
$4.93亿2026Q2 申报市值
1,410持仓数
50.9%前十大占比 · 第一大 7.5%
193 / 100新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
PAAA 新建仓+$3,701.43万
FLXR 加仓+$2,561.43万
FNDX 加仓+$344.33万
QQQM 加仓+$328.57万
FRDM 加仓+$312.06万
2026Q2 卖出最多 按季末市值估算
JAAA 减仓-$3,501.61万
JPST 减仓-$690.41万
IGIB 减仓-$308.21万
IRM 减仓-$129.33万
IVV 减仓-$102.06万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| CAH | CARDINAL HEALTH INC COM | $1.95万 | 0.00% | 82 | 56 | 215.4% | $1.33万 | 加仓 |
| XSOE | WisdomTree EmgMkts Ex-Stat ETF | $1.95万 | 0.00% | 396 | 2 | 0.5% | $98 | 加仓 |
| EOG | EOG RES INC COM | $1.94万 | 0.00% | 149 | 102 | 217.0% | $1.32万 | 加仓 |
| PSX | PHILLIPS 66 COM | $1.93万 | 0.00% | 114 | 44 | 62.9% | $7,467 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | $1.93万 | 0.00% | 20 | 6 | 42.9% | $5,790 | 加仓 |
| HWM | HOWMET AEROSPACE INC COM | $1.91万 | 0.00% | 71 | 16 | 29.1% | $4,307 | 加仓 |
| UBS | UBS GROUP AG SHS | $1.89万 | 0.00% | 382 | 22 | 6.1% | $1,090 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A SHS | $1.88万 | 0.00% | 41 | 19 | 86.4% | $8,723 | 加仓 |
| PSA | PUBLIC STORAGE COM | $1.88万 | 0.00% | 59 | 32 | 118.5% | $1.02万 | 加仓 |
| COIN | COINBASE GLOBAL INC COM CL A | $1.87万 | 0.00% | 128 | 7 | 5.8% | $1,023 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC COM | $1.87万 | 0.00% | 112 | 27 | 31.8% | $4,508 | 加仓 |
| SPEM | STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF | $1.84万 | 0.00% | 355 | 355 | — | $1.84万 | 新建仓 |
| GLDM | SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST | $1.83万 | 0.00% | 230 | 30 | 15.0% | $2,383 | 加仓 |
| DHI | D R HORTON INC COM | $1.82万 | 0.00% | 112 | 13 | 13.1% | $2,117 | 加仓 |
| CTVA | CORTEVA INC COM | $1.82万 | 0.00% | 215 | 22 | 11.4% | $1,863 | 加仓 |
| PCAR | PACCAR INC COM | $1.81万 | 0.00% | 151 | 28 | 22.8% | $3,363 | 加仓 |
| URI | UNITED RENTALS INC COM | $1.81万 | 0.00% | 16 | 2 | 14.3% | $2,266 | 加仓 |
| CME | CME GROUP INC COM | $1.81万 | 0.00% | 82 | 5 | 6.5% | $1,104 | 加仓 |
| CB | CHUBB LIMITED COM | $1.81万 | 0.00% | 53 | 24 | 82.8% | $8,178 | 加仓 |
| MFG | MIZUHO FINANCIAL GROUP INC SPONSORED ADR | $1.78万 | 0.00% | 1,862 | 73 | 4.1% | $699 | 加仓 |
| BNS | BANK NOVA SCOTIA B C COM | $1.77万 | 0.00% | 204 | 0 | 0.0% | — | 不变 |
| UAL | UNITED AIRLS HLDGS INC COM | $1.77万 | 0.00% | 130 | 98 | 306.2% | $1.33万 | 加仓 |
| IYR | ISHARES U.S. REAL ESTATE ETF | $1.75万 | 0.00% | 171 | 171 | — | $1.75万 | 新建仓 |
| SCHV | SCHWAB U.S. LARGE-CAP VALUE ETF | $1.74万 | 0.00% | 500 | 500 | — | $1.74万 | 新建仓 |
| CDNS | CADENCE DESIGN SYSTEM INC COM | $1.73万 | 0.00% | 46 | 3 | 7.0% | $1,126 | 加仓 |
| SMCI | SUPER MICRO COMPUTER INC COM NEW | $1.70万 | 0.00% | 580 | 580 | — | $1.70万 | 新建仓 |
| DHR | DANAHER CORP DEL COM | $1.70万 | 0.00% | 89 | -4 | -4.3% | -$763 | 减仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV SPONSORED ADR | $1.70万 | 0.00% | 206 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE CORP COM | $1.70万 | 0.00% | 237 | 35 | 17.3% | $2,506 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC COM | $1.69万 | 0.00% | 498 | -4 | -0.8% | -$136 | 减仓 |
| TMUS | T-MOBILE US INC COM | $1.69万 | 0.00% | 101 | 25 | 32.9% | $4,183 | 加仓 |
| MAR | MARRIOTT INTL INC NEW CL A | $1.67万 | 0.00% | 45 | 6 | 15.4% | $2,224 | 加仓 |
| XLB | Materials Select Sector SPDR Fd | $1.67万 | 0.00% | 328 | 328 | — | $1.67万 | 新建仓 |
| VST | VISTRA CORP COM | $1.67万 | 0.00% | 105 | 19 | 22.1% | $3,014 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC COMMON STOCK NEW | $1.66万 | 0.00% | 70 | -11 | -13.6% | -$2,611 | 减仓 |
| TLTE | FLEXSHARES MORNINGSTAR EMERGING MARKETS FACTOR TILT INDEX FUND | $1.65万 | 0.00% | 213 | -536 | -71.6% | -$4.15万 | 减仓 |
| ES | EVERSOURCE ENERGY COM | $1.64万 | 0.00% | 227 | 80 | 54.4% | $5,781 | 加仓 |
| D | DOMINION ENERGY INC COM | $1.63万 | 0.00% | 239 | 17 | 7.7% | $1,160 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP COM | $1.63万 | 0.00% | 32 | 9 | 39.1% | $4,584 | 加仓 |
| PBR | PETROLEO BRASILEIRO S A SPONSORED ADR | $1.58万 | 0.00% | 979 | -123 | -11.2% | -$1,988 | 减仓 |
| BN | BROOKFIELD CORP CL A LTD VT SH | $1.57万 | 0.00% | 369 | -11 | -2.9% | -$468 | 减仓 |
| MMM | 3M Co Com/Inv | $1.57万 | 0.00% | 97 | 6 | 6.6% | $971 | 加仓 |
| MQY | BLACKROCK MUNIYILD QULT FD INC COM | $1.56万 | 0.00% | 1,348 | 0 | 0.0% | — | 不变 |
| AOR | ISHARES CORE 60/40 BALANCED ALLOCATION ETF | $1.56万 | 0.00% | 224 | 12 | 5.7% | $835 | 加仓 |
| DFIS | DIMENSIONAL INTERNATIONAL SMALL CAP ETF | $1.55万 | 0.00% | 443 | 443 | — | $1.55万 | 新建仓 |
| SIL | GLOBAL X SILVER MINERS ETF | $1.55万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| DLTR | DOLLAR TREE INC COM | $1.55万 | 0.00% | 128 | 118 | 1,180.0% | $1.43万 | 加仓 |
| HCA | HCA HEALTHCARE INC COM | $1.52万 | 0.00% | 39 | 8 | 25.8% | $3,119 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC COM | $1.52万 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| HLT | HILTON WORLDWIDE HLDGS INC COM | $1.52万 | 0.00% | 46 | 5 | 12.2% | $1,652 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW COM | $1.52万 | 0.00% | 158 | 14 | 9.7% | $1,346 | 加仓 |
| BX | BLACKSTONE INC COM | $1.51万 | 0.00% | 128 | 14 | 12.3% | $1,647 | 加仓 |
| — | PROSHARES ULTRASHORT ENERGY | $1.49万 | 0.00% | 700 | 700 | — | $1.49万 | 新建仓 |
| MDT | MEDTRONIC PLC SHS | $1.49万 | 0.00% | 190 | -10 | -5.0% | -$782 | 减仓 |
| PHM | PULTE GROUP INC COM | $1.48万 | 0.00% | 108 | 80 | 285.7% | $1.10万 | 加仓 |
| VMO | INVESCO MUN OPPORTUNIT TR COM | $1.48万 | 0.00% | 1,500 | 1,000 | 200.0% | $9,870 | 加仓 |
| — | RIVERNORTH FLEXIBLE MUN INCOME COM | $1.48万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| HOOD | ROBINHOOD MKTS INC COM CL A | $1.47万 | 0.00% | 147 | 7 | 5.0% | $702 | 加仓 |
| BDX | Becton Dickinson & Co/Com | $1.47万 | 0.00% | 97 | 27 | 38.6% | $4,086 | 加仓 |
| — | NUVEEN MINN QUALITY MUN INM FD SHS | $1.45万 | 0.00% | 1,200 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC COM | $1.45万 | 0.00% | 91 | -12 | -11.7% | -$1,916 | 减仓 |
| VSS | VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF | $1.45万 | 0.00% | 94 | 0 | 0.0% | — | 不变 |
| ORLY | OREILLY AUTOMOTIVE INC COM | $1.45万 | 0.00% | 157 | 15 | 10.6% | $1,381 | 加仓 |
| JD | JD Com Inc Spon ADR Cl A | $1.44万 | 0.00% | 565 | 0 | 0.0% | — | 不变 |
| — | Two Hbrs Invt/C | $1.43万 | 0.00% | 1,150 | 1,150 | — | $1.43万 | 新建仓 |
| KB | KB FINL GROUP INC SPONSORED ADR | $1.42万 | 0.00% | 135 | 19 | 16.4% | $1,994 | 加仓 |
| FVD | FIRST TRUST VALUE LINE DIVIDEND INDEX FUND | $1.41万 | 0.00% | 293 | 293 | — | $1.41万 | 新建仓 |
| TEL | TE CONNECTIVITY PLC ORD SHS | $1.41万 | 0.00% | 70 | 8 | 12.9% | $1,613 | 加仓 |
| NDAQ | NASDAQ INC COM | $1.41万 | 0.00% | 179 | 3 | 1.7% | $236 | 加仓 |
| M | MACYS INC COM | $1.41万 | 0.00% | 597 | 43 | 7.8% | $1,013 | 加仓 |
| IAK | ISHARES U.S. INSURANCE ETF | $1.41万 | 0.00% | 100 | 100 | — | $1.41万 | 新建仓 |
| BBD | BANCO BRADESCO S A SP ADR PFD NEW | $1.39万 | 0.00% | 4,009 | -258 | -6.0% | -$895 | 减仓 |
| XYZ | BLOCK INC CL A | $1.38万 | 0.00% | 182 | 12 | 7.1% | $912 | 加仓 |
| DSL | DOUBLELINE INCOME SOLUTIONS FD COM | $1.38万 | 0.00% | 1,250 | 0 | 0.0% | — | 不变 |
| SHG | SHINHAN FINANCIAL GROUP CO LTD SPN ADR RESTRD | $1.38万 | 0.00% | 218 | 0 | 0.0% | — | 不变 |
| SCCO | SOUTHERN COPPER CORP COM | $1.38万 | 0.00% | 79 | 20 | 33.9% | $3,485 | 加仓 |
| BKR | BAKER HUGHES COMPANY CL A | $1.37万 | 0.00% | 247 | 42 | 20.5% | $2,331 | 加仓 |
| MAS | MASCO CORP COM | $1.37万 | 0.00% | 168 | 128 | 320.0% | $1.04万 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC COM | $1.36万 | 0.00% | 56 | 37 | 194.7% | $8,979 | 加仓 |
| HUBS | HUBSPOT INC COM | $1.35万 | 0.00% | 74 | 25 | 51.0% | $4,563 | 加仓 |
| BBWI | BATH & BODY WORKS INC COM | $1.34万 | 0.00% | 581 | 440 | 312.1% | $1.02万 | 加仓 |
| NGG | NATIONAL GRID PLC SPONSORED ADR NE | $1.33万 | 0.00% | 161 | 0 | 0.0% | — | 不变 |
| TPR | TAPESTRY INC COM | $1.33万 | 0.00% | 91 | -28 | -23.5% | -$4,099 | 减仓 |
| CI | THE CIGNA GROUP COM | $1.32万 | 0.00% | 48 | 3 | 6.7% | $827 | 加仓 |
| EFA | ISHARES MSCI EAFE ETF | $1.32万 | 0.00% | 127 | 0 | 0.0% | — | 不变 |
| RISR | FOLIOBEYOND ALTERNATIVE INCOME AND INTEREST RATE HEDGE ETF | $1.32万 | 0.00% | 365 | 365 | — | $1.32万 | 新建仓 |
| XLRE | STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF | $1.32万 | 0.00% | 300 | 300 | — | $1.32万 | 新建仓 |
| BXP | BXP INC COM | $1.32万 | 0.00% | 199 | 19 | 10.6% | $1,260 | 加仓 |
| — | WESTERN ASSET MTG DEFINED OPPO COM | $1.32万 | 0.00% | 1,230 | 0 | 0.0% | — | 不变 |
| — | HORIZON TECHNOLOGY FIN CORP COM | $1.29万 | 0.00% | 2,732 | 2,732 | — | $1.29万 | 新建仓 |
| LNG | CHENIERE ENERGY INC COM NEW | $1.29万 | 0.00% | 54 | -21 | -28.0% | -$5,019 | 减仓 |
| F | FORD MTR CO COM | $1.29万 | 0.00% | 927 | 89 | 10.6% | $1,237 | 加仓 |
| GFI | GOLD FIELDS LTD SPONSORED ADR | $1.28万 | 0.00% | 382 | 0 | 0.0% | — | 不变 |
| MGNR | AMERICAN BEACON GLG NATURAL RESOURCES ETF | $1.28万 | 0.00% | 264 | 264 | — | $1.28万 | 新建仓 |
| AYI | ACUITY INC COM | $1.28万 | 0.00% | 34 | 7 | 25.9% | $2,637 | 加仓 |
| EXPE | EXPEDIA GROUP INC COM NEW | $1.28万 | 0.00% | 50 | 3 | 6.4% | $768 | 加仓 |
| KTF | DWS MUN INCOME TR NEW COM | $1.28万 | 0.00% | 1,390 | 0 | 0.0% | — | 不变 |
| KNTK | KINETIK HOLDINGS INC COM NEW CL A | $1.28万 | 0.00% | 264 | 4 | 1.5% | $194 | 加仓 |
| AFL | AFLAC INC COM | $1.28万 | 0.00% | 109 | 30 | 38.0% | $3,517 | 加仓 |
| PPG | PPG Inds Inc/Com | $1.28万 | 0.00% | 105 | 65 | 162.5% | $7,910 | 加仓 |